Send a project's pieces

Factory tenants only. See what is ready to send, make and release dispatch notes, and confirm the balance.

Factory tenants only. This is part of the project page. A restaurant or cafe tenant does not have it.

Pieces that passed the final check can go to the client before the rest are ready. Each sending has its own dispatch note with a number, like DSP-2026-0001. Open the project and go to the Dispatch tab.

Ready to send

One row for each piece:

The mark on the right says what can happen now: 6 ready, On a note (waiting for release), All sent or Nothing ready.

Make a dispatch note

1. Press New dispatch note.
2. Pieces to send starts with everything that is ready. Use minus and plus to change a number. Minus at 1 takes the piece off the note.
3. Pick where the pieces leave from.
4. Check Deliver to. It starts as the project’s site address. Left empty, the client’s own address is used.
5. Add remarks if you want, and press Make the note.

The note opens. Nothing has left yet: a note must be released.

You cannot put more of a piece on a note than has passed the final check and is not on another note.

Release a note

The general manager or the owner opens the note and presses Release the note. Its pieces now read as sent.

• A note that still leaves pieces to send can be released before the balance is paid.
• The note that sends the last pieces of the project waits until Accounts has confirmed the balance.

When every piece is sent and the balance is confirmed, the project moves to Delivery by itself. Nobody marks the Dispatch step by hand.

Cancel a note

The general manager or the owner opens the note, presses Cancel this note and writes a reason. Its pieces are ready to send again. If the project was already at Delivery, it goes back to Dispatch.

After the release

A released note goes to the delivery team’s phones by itself. See Delivery and sign-off.

Print a note

Open a released note and press Print. The browser prints the note alone: its number, the client, the pieces, where they leave from and where they go.

Confirm the balance

When every piece has passed the final check, the project waits on Accounts. Accounts opens the project and presses Confirm balance paid, then writes the payment reference (UTR, cheque or receipt number). The amount is not kept here.

After the balance is confirmed, a final check count cannot be changed. A count also cannot be set back once some of that piece has been sent.

Who can do this